Job Description
Job Title: Influencer Relationship & Investment AdvisorLocation: MumbaiOpen Positions: 2Role OverviewWe are looking for professionals who can engage with influencers, understand their financial goals, and guide them on investment planning while building strong, long-term relationships.Key Responsibilities
• Build and manage relationships with influencers/clients
• Understand financial needs and provide investment guidance
• Educate clients on financial planning and portfolio basics
• Influence and support clients in making informed decisions
• Ensure regular follow-ups and relationship management
Qualifications & Skills
• Bachelor’s degree in Finance, Business, or related field (MBA preferred)
• 2–5 years of experience in financial advisory, wealth management, or relationship management
• Strong communication and interpersonal skills
• Basic understanding of financial markets and investment products
• Self-driven with a consultative and persuasive approach
Preferred
• NISM / CFA / CFP certifications
• Experience with HNI clients or influencer management
• Build and manage relationships with influencers/clients
• Understand financial needs and provide investment guidance
• Educate clients on financial planning and portfolio basics
• Influence and support clients in making informed decisions
• Ensure regular follow-ups and relationship management
Qualifications & Skills
• Bachelor’s degree in Finance, Business, or related field (MBA preferred)
• 2–5 years of experience in financial advisory, wealth management, or relationship management
• Strong communication and interpersonal skills
• Basic understanding of financial markets and investment products
• Self-driven with a consultative and persuasive approach
Preferred
• NISM / CFA / CFP certifications
• Experience with HNI clients or influencer management
💡 Quick Summary
Seeking a career-building opportunity? The Influencer Relationship And Investment Advisor position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.